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Home > Institutional Investor > Peloton Wealth Strategists > Profile

Instuitional Investor - Peloton Wealth Strategists

Fund Profile
Filing Period:
Fund Name: Peloton Wealth Strategists
Portfolio Value $247,949,880
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 41,852 $9,182 3.7%
2.
Alphabet Inc.
 GOOGL 47,174 $8,930 3.6%
3.
Mastercard Inc
 MA 16,742 $8,816 3.55%
4.
Salesforce Inc.
 CRM 24,905 $8,326 3.35%
5.
Jpmorgan Chase & Co
 JPM 34,335 $8,230 3.31%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)